As the Wealth Management (WM) Trust Officer, you will be responsible for the management and oversight of Deutsche Bank's WM's wide variety of trust and estate accounts. You will also manage relationships comprised of testamentary, revocable, and irrevocable trusts including charitable foundations, guardianships, and special needs trusts. We are looking for a team member that has strong experience in fiduciary client service as well as administering multigenerational trusts.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You'll Do
Effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including charitable foundations, guardianships, and special needs trusts
Administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk
Assist new business officer in developing and closing select business leads
Interface with other areas of the trust department such as the tax, investment, and real estate groups
Participate in special projects, as required
How You'll Lead
Work closely with private bankers to deliver high service level and develop personal relationships with clients and family members
Expand and grow book of business by adding new relationships/assets developed from existing book of business and from external sources and opportunities
Manage accounts in accordance with the Bank's policies and procedures and in accordance with sound fiduciary practices including annual administrative review of each account
Skills You'll Need
Bachelor's Degree and professional licenses are preferred (Certified Trust and Fiduciary Advisor/ Certified Financial Planner)
Extensive experience in fiduciary client service
Knowledge and skills in the areas of trust & estate administration, estate planning strategies, and income, gift, and estate tax matters
Skills That Will Help You Excel
Exhibit strong interpersonal communication skills, well-developed oral and written skills
It is the Bank's expectation that employees hired into this role will work in the Wilmington office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Wilmington office is $110,000 to $300,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
Deutsche Bank Values & Diversity
We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
Learn more about your life at DB through the eyes of our current employees: https://careers.db.com/life
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email HR.Direct@DB.com .
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti-cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .